Lithia, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lithia, FL has 17 loaded benefit plan(s) reported by 15 plan sponsor(s), with $33,533,744 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,533,744
Total reported liabilities (EOY)
$2,195
Total reported net assets (EOY)
$33,531,549

Contributions & income

Employer contributions
$691,221
Participant contributions
$1,341,654
Total income / additions
$6,630,512

Expenses & distributions

Benefits paid / distributions
$2,035,368
Total expenses
$2,100,622
Net increase / (decrease)
$4,529,890

Coverage

Total reported participants
5,022
Plans with financial statements
14
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lithia, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Lithia, FL
PlanSponsorReported assets (EOY)Year
Ispa Technology, LLC 401(K) PlanIspa Technology, LLC$13,010,7912023
Central Maintenance & Welding, Inc. 401(K) Profit Sharing PlanCentral Maintenance & Welding, Inc.$11,901,4892023
Orthopaedic Medical Group Of Tampa Bay, P. A. 401(K) PlanOrthopaedic Medical Group Of Tampa Bay, P.A.$5,633,2352023
Devo Services, Inc. Retirement PlanDevo Services, Inc.$650,0002023
Power Lines Inc. Usa Retirement PlanPower Lines Inc. Usa$569,9092023
786 Nazneen Retirement Plan786 Nazneen Inc.$357,6222023
Sto Solutions 401(K) Profit Sharing Plan & TrustSto Solutions$354,6742023
Sijo Holdings Corp. Retirement PlanSijo Holdings Corp.$294,0432023
Nkc Corp 401(K) PlanNkc Corp$259,1882023
Blue Collar Tools And Gadgets, Inc. Profit Sharing Plan & TrustBlue Collar Tools And Gadgets, Inc.$212,4052023
Tcms Bev Inc. Retirement PlanTcms Bev Inc.$190,3532023
Party Of Nine Holdings, Inc. Retirement PlanParty Of Nine Holdings, Inc.$100,0312023
Sb Sweet Dreams Inc 401(K) PlanSb Sweet Dreams Inc$42023
Abby'S Grace, Inc. 401(K) Profit Sharing PlanAbby'S Grace, Inc.$02023
Orthopaedic Medical Group Of Tampa Bay Welfare PlanOrthopaedic Medical Group Of Tampa Baynot reported in the loaded dataset2023
The Mosaic Company Comprehensive Retiree Benefit PlanThe Mosaic Companynot reported in the loaded dataset2023
The Mosaic Company Comprehensive Welfare Benefit PlanThe Mosaic Companynot reported in the loaded dataset2023

Related Form 5500 pages